Client Service Associate- Insurance & Wealth Management(Capital Management Group)
Hightower
About this role
A New Business Specialist at CMG will manage the client onboarding lifecycle for life insurance and annuity accounts, ensuring smooth transitions, accurate documentation, and compliance. The role involves coordinating workflows, handling claims, and communicating with clients, advisors, carriers, and vendors to deliver a seamless experience.
Skills
About Hightower
hightower.designHightower is a wealth management and financial services company that supports independent financial advisors and advisory practices with investment, technology, compliance, and business services. The firm serves high-net-worth individuals, families, and institutions through a network of affiliated wealth advisors and specialized planning solutions. Hightower operates in the financial services and registered investment advisory industry.
About Hightower
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Hightower.
Salary
$55k – $65k
per year
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